Money Lancer
Equity: Small Cap
Motilal Oswal Mutual Fund
Motilal Oswal Mutual Fund · Equity: Small Cap

Motilal Oswal Small Cap Fund - Regular - Growth

To generate capital appreciation by investing predominantly in Small Cap stocks. However, there can be no assurance that the investment objective of the scheme will be realized.

EquityBenchmark · Nifty Smallcap 250 TRITER · 1.84%Inception · 01-12-2023
NAV
16.39
+0.55% · as of 15-07-2026
Since inception
21.02%
CAGR
Benchmark (inception)
15.87%
CAGR
Fund size
₹7,179 Cr
AUM
Expense ratio
1.84%
31-05-2026
Performance

Returns vs benchmark & category

Since inception: +21.02% CAGR vs benchmark +15.87%.

Portfolio

Where the money is invested

Top holdings

VA TECH WABAG LIMITED EQ NEW RS. 2/-3.89%
Aditya Infotech Limited3.84%
Rubicon Research Ltd.3.80%
Net Receivables / (Payables)3.66%
THE KARUR VYSYA BANK LIMITED EQ NEW FV RS. 2/-3.66%
CCL PRODUCTS (INDIA) LIMITED EQ NEW FV RS. 2/-3.58%
VIJAYA DIAGNOSTIC CENTRE LIMITED EQ NEW FV Re.1/-3.33%
Dr Agarwals Health Care Ltd.3.17%
Shaily Engineering Plastics Limited2.98%
CAMPUS ACTIVEWEAR LIMITED EQ NEW FV RS.5/-2.70%

Sector allocation

Capital Goods18.50%
Healthcare14.14%
Financial Services13.87%
Consumer Services9.26%
Automobile and Auto Components8.47%
Consumer Durables6.82%
Fast Moving Consumer Goods4.33%
Information Technology4.27%
Chemicals4.07%
Utilities3.89%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 21.0% p.a.
₹10,000
10 years
Projected value
₹40,86,503
Invested: ₹12,00,000
Gained: ₹28,86,503
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
M
Mr. Ajay Khandelwal, Mr. Bhalchandra Shinde, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
Manager since fund inception data not available
ISIN & identifiers
AMFI code
152232
ISIN (Growth)
INF247L01BV9
ISIN (Div Re-inv)
Status
Open Ended Schemes
Peers

Other Equity: Small Cap funds

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